BenefitsLink Message Boards > Is spousal consent required to make required mimimum distributions?

Full Version: Is spousal consent required to make required mimimum distributions?

BenefitsLink Message Boards > Retirement Plans > 401(k) Plans

MikeD

Feb 12 2004, 12:36 PM

If a plan has J&S provisions and a participant must begin receiving RMDs, does the participant's spouse have to consent to those distributions being single-sum distributions?

Thanks.

Katherine

Feb 12 2004, 12:54 PM

Yes. See Q & A 4 of § 1.401(a)(9)–8.

Brian Gallagher

Feb 12 2004, 01:59 PM

Do you have a link to that? My search skills aren't really up to par.

Thanks in advance.

Katherine

Feb 12 2004, 02:03 PM

http://benefitslink.com/taxregs/rmd2002final.pdf

svatty

Feb 12 2004, 04:56 PM

never mind ... i posted a reply ... but had misread the question (re: spousal consent for a form of distribution OTHER than QJSA)

This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.